Every new lead is texted or called right away, qualified, and booked into a calendar, day or night.
- New lead
- Text or AI call
- Qualify and reply
- Book in Calendly
- Transcript and data to CRM
The problem
What needed to be handled
A real estate operation needed every new lead contacted immediately, qualified, and booked without receptionists handling each conversation.
What we built
System details
- An n8n workflow that texts or AI-calls each new lead.
- Classifies intent and replies over SMS, keeping the conversation history.
- Respects business hours and calls from local area codes.
- Books appointments through Calendly.
- Extracts structured details such as seller motivation, property information, and appointment status.
- Hands over to a person when it matters and syncs call transcripts to the CRM.
Facts
- Coverage
- 24/7
Stack
- n8n
- Claude
- ElevenLabs
- Twilio
- Calendly
- Salesforce
- Google Sheets
Related services
Ready to put a system in place?
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